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#167: Retiring at 65, Dealing with Social Security and Medicare
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#166: Retiring Soon? How Do You Handle Your 401k? One Wrong Move Can Cost You!!
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#165: The importance of Estate Planning
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#164: 2026 Tax Updates & How to Build a Portfolio Designed for Lifetime Income
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#163 Health, Wealth and Freedom. Starting off right in 2026
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#162: Long Term Care; What is it? Do I need it? How much will it cost?
Long Term Care. Will you need it in the future? What are your chances? In this episode you'll learn the percentage chance that you may need care in your own home or in a facility. You need to know…
#161: Social Security. When do you start? Social Security changes in the first 6 months of Trumps Administration
Social Security. Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement…
#160: The problems with the 4% rule and my planning philosophy
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#159: How to Leave a Legacy and talk to your kids and grandkids about money.
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#158 - Social Security, AI Stocks and Tesla
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#157: 4 Phases of Retirement & Life
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#156 My Favorite Portfolio for Clients
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#155. The Masters & Markets
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#154 DOGE, Tariff's & Taxes
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
#153 Tariff's, Bumpy Markets & Budgets
Are You Ready to Retire?? ✅ Schedule a Discovery Call: HERE's my calendar Get your questions answered and make sure your prepared for the next step. ✅ Join the Retirement Lifestyles Inner Circle…
# 152 Taxes and Backdoor Roth Conversions
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook:…
# 151. Taxes
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook:…
#150 Eliminate Taxes on Social Security Benefits? Windfall Elimination Provision Eliminated!! LA Fires and Insurance Issues
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook:…
#149 Happy New Year!!!
Questions About Your Financial Planning? Schedule a FREE Discovery Call: HERE's my calendar Join the Retirement Lifestyles Inner Circle: www.PatrickMcNally.com Facebook:…
#148 Caregiving for Loved Ones and End of the Year RMD's; 10 Must Do's
In this episode, Patrick discusses how to have a gentle conversation with a loved one when it's time to talk about future caregiving. Is it time to move closer to family that can help? Should you…
Frequently Asked Questions
Retirement Lifestyles with Patrick McNally has published 100 episodes since March 2021, covering topics in Business, Education.
Retirement Lifestyles with Patrick McNally is currently sporadic with new episodes weekly. Average episode length is 52m.
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